Pre-IPO Equity
HDB Financial Services Ltd
Pre-IPO Growth Target
Estimated28.0%CAGR
Pre-IPO Demat Direct Transfer
Min. Investment₹ 50,000
Tenure24 Months
⚡ 42 AMCs · Multi-Asset Alpha · Quantitative Drawdown Defense
Direct Equity Ownership in Tomorrow's Market Leaders Today
Acquire shares in high-growth private tech unicorns, established financial conglomerates, and market leaders prior to their initial public offerings (IPO) with guaranteed Demat delivery.
Direct Demat TransferShares Credited to NSDL/CDSL
Pre-IPO Price EdgeEarly Capital Growth Potential
Verified Sellers100% Guaranteed Delivery or Refund
Institutional DiligenceFinancial & Valuation Briefs
Allocation Frontier
The 4-Quadrant Wealth Architecture
We position every mandate along an empirical risk-reward frontier to ensure your portfolio balances capital preservation with compounding speed.
⚡ CORE FOUNDATION · 60% MANDATE
Bluechip Capital Foundation
Consistent cash-flow generative market leaders with low beta (<0.85), resilient dividend yields, and long-term EPS compounding to anchor multi-year wealth creation.
Horizon: 3–5 Years • Risk: Conservative-Moderate • Target Alpha: +250 bps
14.8%5-Year Rolling Benchmark CAGR
Multi-Factor Alpha
Momentum, Quality & Low-Beta Tilts
Active quantitative factor tilts selecting top-decile return-on-capital companies to systematically outperform standard indices.
Horizon: 5+ YearsRisk: Moderate-Aggressive
Alternatives & MLD
Uncorrelated Structural Returns
Market Linked Debentures, Cat-II/III AIFs, and private credit providing equity-like upside with contractual capital downside defense.
Horizon: 3–7 YearsRisk: Calibrated Structural
Global & Pre-IPO
Disruptive Tech & Offshore USD Assets
Direct US mega-caps, GIFT City dollar-denominated assets, and late-stage pre-IPO private equity placements.
Horizon: 5–10 YearsRisk: High Conviction
Strategic Advantage
Why Invest in Unlisted & Pre-IPO Shares?
Capture the private-to-public valuation re-rating that public market investors miss.
01
Empirical Rolling Alpha
We evaluate consistency across 3, 5, and 10-year rolling return distributions rather than misleading point-to-point marketing trailing returns.
✓ Sharpe Ratio > 1.25 Consistency02
Systematic Drawdown Defense
We prioritize capital preservation during market drawdowns through dynamic rebalancing and disciplined asset allocation triggers.
✓ Dynamic Cash Allocation Triggers03
Zero Distribution Bias
100% research-driven selection without distributor commissions skewing fund recommendations, backed by transparent reporting.
✓ 0% Commission Surcharge MarkupsInvestor Profiles
Who Should Consider Unlisted Equities?
Designed for long-term equity investors, HNIs, and family offices looking for high-conviction growth assets.
RETAIL & AFFLUENT INVESTORS
Systematic Wealth Builders & SIP Mandates
Engineered for professionals building generational wealth through disciplined rupee-cost averaging and automated goal mapping.
- Automated Step-Up SIP Mandates (10–15% annual increments)
- Quarterly Portfolio Health & Downside Drawdown Reviews
- Automated Capital Gains Tax-Loss Harvesting
HNIs & FAMILY OFFICES
Private Wealth & Multi-Asset Mandates
Tailored for high-ticket capital requiring bespoke Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and unlisted placements.
- Direct Chief Investment Strategist Dealing Desk Access
- Exclusive Pre-IPO & Sovereign Debt Tranche Allocations
- Private Family Trust & Estate Succession Ring-Fencing
The MFeasy Standard
How MFeasy Delivers Safe Unlisted Equity Settlement
Guaranteed delivery, transparent pricing, and zero counterfeit risk vs informal grey-market brokers.
Evaluation Metric
Traditional Discount Portals
MFeasy Private Wealth Desk
Delivery Guarantee
Informal broker promises with high risk of trade cancellations if market prices move.
100% legally binding off-market settlement: guaranteed Demat delivery or complete immediate refund.
Price Transparency
Hidden spreads of 10% to 20% pocketed by unregulated middle-men.
Live transparent institutional pricing with minimal fixed transaction fee structures.
Research & Data
Zero company analysis; buyers left in the dark about actual company profitability.
Comprehensive research briefs, historical revenue trends, and fair-value DCF valuation models.
Post-IPO Guidance
Leaves investors confused about SEBI lock-in rules and tax filing.
Complete guidance on post-listing statutory lock-ins, Demat unfreezing, and capital gains tax computation.
Empirical Strategies
Active Unlisted & Pre-IPO Equities Mandates
Explore verified offerings with indicative yields, institutional terms, and direct digital application portals.
Pre-IPO Equity
National Stock Exchange of India Ltd
Pre-IPO Growth Target
Estimated28.0%CAGR
Pre-IPO Demat Direct Transfer
Min. Investment₹ 1 Lakh
Tenure24 Months
Pre-IPO Equity
Reliance Retail Ventures Ltd
Pre-IPO Growth Target
Estimated28.0%CAGR
Pre-IPO Demat Direct Transfer
Min. Investment₹ 1 Lakh
Tenure24 Months
Wealth Intelligence
Calculators & Institutional Research
Analyze rolling return distributions, step-up SIP compounding power, and manager fact sheets.
Compounding Engine⚡ Interactive Model
Step-Up SIP & Compounding Tool
Simulate wealth creation curves with inflation adjustment, annual increment multipliers, and long-term equity compounding.
Research Factsheets📄 Official PDF
AMC Factsheets & Portfolio Disclosures
Monthly portfolio composition, standard deviation, Sharpe ratios, top-10 stock holdings, and sector allocations.
Regulatory Safety🔒 SEBI Verified
AMFI & SEBI Statutory Verification
Verify distributor credentials (ARN-307640), investor charter, and SCORES grievance portal.
Clarity & Governance
Frequently Asked Questions
Clear, straightforward answers regarding process, safety, tax treatment, and liquidity.
How are unlisted shares transferred to my Demat account?
Unlisted shares are transferred off-market through an inter-depository or intra-depository Delivery Instruction Slip (DIS) or through CDSL Easiest / NSDL Speed-e online transfer. Once verified, the shares appear directly in your existing Demat account with their official ISIN.
What is the statutory lock-in period after an unlisted company goes for an IPO?
Under SEBI ICDR regulations, pre-IPO shares held by non-promoter investors are subject to a statutory lock-in of 6 months from the date of listing. During this 6-month period, you cannot sell the shares on the exchange. After 6 months, the lock-in expires automatically and you can trade them freely.
How are capital gains on unlisted shares taxed in India?
Under current tax provisions, unlisted shares held for more than 24 months qualify for Long Term Capital Gains (LTCG) taxed at 12.5% (without indexation). Shares held for 24 months or less are treated as Short Term Capital Gains (STCG) and taxed at your applicable personal income tax slab rate.
What is the minimum ticket size to buy unlisted shares?
Minimum investment amounts generally range from ₹50,000 to ₹1 Lakh depending on the specific company and lot size availability in the secondary institutional market.
Regulatory Disclosure & Risk Notice: Unlisted and Pre-IPO shares are subject to market risks, illiquidity risks, and valuation volatility. There is no guarantee that an unlisted company will launch an IPO or achieve listing within a specific timeframe. KS Finoleg Services Pvt Ltd (MFeasy) facilitates off-market transactions via registered depository participants and verified institutional sellers.